AUMdb

Ipc 401(k) Plan

Sponsored by Ipc Systems, Inc. · EIN 300383566 · Plan #001

Total assets
$126M
Net assets
$126M
Active participants
356
With balances
629

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $81,986
Weisberg Mole Krantz Goldfarb Llp Accounting $54,350
Kestra Investment Services Llc Investment advisory (plan) $17,500
Strategic Advisors, Inc. Investment advisory (plan) $13,254